Create Settlements Form

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Field Name

Description

Begin Date

The start and end date that you would like to include orders from.

Note
Setting the settlement Begin Date and End Date will not prohibit orders/stops prior to that date from being included. Any stops with updated pay will be included in that settlement batch.

End Date

Settlement Based Upon

Settlements are based on one of the following.

Due By Date - Settlements will include orders based on the Delivery To date.
Actual Delivery Date - Settlements will include orders based on the actual Delivery Date. This uses localized delivery date/time stamps.
Ready Time From Date - Settlements will include orders based on the Pickup From date.

Tip
Quick Tip: Settlements will include orders that have not been settled up to the End Date This includes unsettled orders before the Begin Date.

Include Fleets

The selected fleets.

Info

All available fleets may not be visible. Click the Select Fleets button to view/select additional fleets.

Include Driver Classes

The selected driver classes that will be included in the settlements.

Tip
Quick Tip: Driver classes listed are ones assigned to a driver on the human resource record Class field. See Human Resources - New / Edit Human Resource for the Classic Operations App or Human Resources for the Operations App.

How to Configure Items Displayed in Settlements

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